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Rocklin, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Alviso | CA | 06/2024 | 09/2025 |
| Scottish Development International | San Jose | CA | 01/2017 | 11/2017 |
| Fincrafters | San Jose | CA | 11/2019 | 06/2024 |
| Udemy | San Jose | CA | 01/2020 | 06/2024 |
| Technology Consulting | Sunnyvale | CA | 03/2016 | 01/2017 |
| Magnite | San Francisco | CA | 11/2017 | 05/2018 |
| Akraya | Sunnyvale | CA | 10/2018 | 01/2019 |
| Technology Consulting | Sunnyvale | CA | 05/2018 | 10/2018 |
| Technology Consulting | Sunnyvale | CA | 01/2019 | 11/2019 |
| Origin Media | Sunnyvale | CA | 09/2022 | 01/2025 |
| Kartech Consulting | San Jose | CA | 01/2024 | 12/2025 |
| University Of California Berkeley | Uc Berkeley | CA | 03/2023 | Present |
| Karbiz Trading | San Jose | CA | 07/2021 | 12/2025 |
| Wfgia | Alviso, | CA | 05/2017 | 11/2025 |
| Fincrafters Services | Rocklin | CA | 01/2026 | Present |
| Technology Consulting | Rocklin | CA | 01/2026 | Present |
FinCrafters Services; investment related; Sales of insurance and non-insurance products, tax services, notary, media and educational services, Rocklin, CA; started 1/2026; 20% of time. Sole Proprietor; not investment related; technloogy consulting , San Jose, CA; started 1/2026; 30% of time. UNIVERSITY OF CALIFORNIA BERKELEY/Investment Related - No/University Ave, Berkeley, CA 94720 510-926-1642/Education/Instructor/03.2023/0/0/I am part of UC Berkeley Extension's part-time instructor pool for their certificate program in financial planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-12 |
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